See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,076 | $214,378-64.5% | $200,582-62.1% | $142,382-46.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 21.70% | 46.41%-24.7pp | 42.33%-20.6pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,750 | $6,841-59.8% | $6,419-57.2% | $4,299-36.0% |
| Participant deferral / active EE | $8,420 | $9,865-14.6% | $9,331-9.8% | $6,507+29.4% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |